Cause IQ vendor profile

Capital Group Retirement Plan Services


Capital Group Retirement Plan Services is a firm that provides investment management, administrative support, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in New York (although they are present in other states as well).

Most Capital Group Retirement Plan Services clients are outpatient health care practitioners and facilities with revenues ranging from $14 million to $88 million.

Primary location:
Irvine, CA
Clients in:
CA, TX
Identified clients:
69
Avg client size:
$40 mil revenue
Median client size:
$23 mil revenue

Capital Group Retirement Plan Services client list

  Name Type Location
1 Global Refuge (LIRS) 501(c)(3) Baltimore, MD
2 America Votes 501(c)(4) Washington, DC
3 Gay and Lesbian Alliance Against Defamation (GLAAD) 501(c)(3) New York, NY
4 Stephen Gaynor School 501(c)(3) New York, NY
5 Coney Island Preparatory Public Charter School 501(c)(3) Brooklyn, NY
6 Democracy Prep Public Schools 501(c)(3) New York, NY
7 Hollenbeck Palms 501(c)(3) Los Angeles, CA
8 Child Development Associates 501(c)(3) Bonita, CA
9 Center for Organ Recovery and Education 501(c)(3) Pittsburgh, PA
10 Community Health Center of Snohomish County (CHC) 501(c)(3) Everett, WA
... and 59 more Capital Group Retirement Plan Services not-for-profit tax-exempt clients identified by Cause IQ

Capital Group Retirement Plan Services competitors

Competitors to Capital Group Retirement Plan Services in the nonprofit sector include Well and Good LLC, Edward D Jones and Co LP, Capfinancial Partners, CBIZ Investment Advisory Services, Amalgamated Bank, PNC Bank, The Standard, Cigna Health and Life Insurance, Metlife Insurance Company, and Health Care Service Corporation.

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